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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
801
Farther Finance Advisors
California
$974K -$16K -654 -2%
BWP
802
Balboa Wealth Partners
Arizona
$963K +$89.6K +3,651 +10%
CAMG
803
CWA Asset Management Group
Florida
$962K +$289K +11,757 +40%
CA
804
CSM Advisors
Pennsylvania
$961K -$81K -3,300 -7%
NRA
805
NSI Retail Advisors
Pennsylvania
$961K -$81K -3,300 -7%
GF
806
Gries Financial
Ohio
$960K -$14.9K -609 -1%
GDP
807
Great Diamond Partners
Maine
$959K -$3.83K -156 -0.4%
WWA
808
WCG Wealth Advisors
Nevada
$957K +$996K +40,569 New
KWA
809
Kingswood Wealth Advisors
California
$955K +$993K +40,476 New
GSC
810
Grey Street Capital
Illinois
$953K +$9.05K +369 +0.9%
AG
811
Ascent Group
Virginia
$951K -$451K -18,360 -31%
NCM
812
Narwhal Capital Management
Georgia
$950K -$26.9K -1,095 -3%
AA
813
Advisory Alpha
Michigan
$940K +$135K +5,493 +16%
BFA
814
Beaumont Financial Advisors
Massachusetts
$929K -$12.1K -492 -1%
VNB
815
Virginia National Bank
Virginia
$921K -$16K -651 -2%
ARG
816
Advisory Resource Group
Oklahoma
$918K +$411K +16,755 +76%
GWM
817
Gray Wealth Management
Maine
$915K -$97.7K -3,981 -9%
OC
818
Oarsman Capital
Wisconsin
$910K -$43.6K -1,776 -4%
VWM
819
Valley Wealth Managers
New Jersey
$908K +$944K +38,487 New
BIM
820
Baldwin Investment Management
Pennsylvania
$907K +$6.41K +261 +0.7%
ACS
821
Archford Capital Strategies
Illinois
$904K -$3.46M -140,817 -79%
GW
822
GW & Wade
Massachusetts
$902K +$65.6K +2,673 +8%
CAI
823
Capital Advisors Inc
Oklahoma
$892K -$21.6K -879 -2%
TI
824
Truepoint Inc
Ohio
$891K +$218K +8,877 +31%
BC
825
Bartlett & Co
Ohio
$889K -$63.2K -2,577 -6%
31 32
33
34 35